Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your ProfileJacqueline Nicholson is a financial advisor who has been in the industry since 2009. She holds a Series 66 license, a Series 7 license, and is a Certified Financial Planner. Jacqueline Nicholson currently works for Avantax Advisory Services and previously worked for 1st Global Capital Corp. She has a broad range of experience in financial planning, portfolio management, and providing advisory services to individuals and businesses. Jacqueline Nicholson has a strong commitment to helping clients reach their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitor referral services to third-party investment managers; participant enrollment meetings
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
MD
10/25/2019 - Present
Avantax Advisory Services (Annapolis MD)
MD
12/07/2009 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (Annapolis MD)
BOTH
Issued 01/28/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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